BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 30, 2019

Total Value ($000): $2,476,881 (100.0% shares, 0.0% debt)

Holdings (335)

MSFT Microsoft 4.3%
Value ($000) $107,557 Shares 1,058,941 Est. Cost $31.49 Unrealized +217.6%
JPM J P Morgan Chase 3.4%
Value ($000) $85,379 Shares 874,602 Est. Cost $45.43 Unrealized +92.7%
AAPL Apple Inc 2.7%
Value ($000) $66,831 Shares 423,678 Est. Cost $20.51 Unrealized +124.4%
DHR Danaher 2.6%
Value ($000) $65,482 Shares 635,008 Est. Cost $50.94 Unrealized +72.5%
GOOGL Alphabet Inc. Class A 2.5%
Value ($000) $60,907 Shares 58,286 Est. Cost $36.78 Unrealized +45.8%
JNJ Johnson & Johnson 2.2%
Value ($000) $53,555 Shares 414,994 Est. Cost $62.63 Unrealized +82.2%
TMO Thermo Fisher Scientific 2.2%
Value ($000) $53,283 Shares 238,094 Est. Cost $131.41 Unrealized +75.2%
United Technologies 2.1%
Value ($000) $52,857 Shares 496,407 Est. Cost $98.51 Unrealized
PEP Pepsico 2.1%
Value ($000) $51,562 Shares 466,713 Est. Cost $62.70 Unrealized +44.6%
BRK/B Berkshire Hathaway Cl B 2.0%
Value ($000) $49,777 Shares 243,792 Est. Cost $147.73 Unrealized +41.4%
DIS Walt Disney 1.9%
Value ($000) $47,861 Shares 436,493 Est. Cost $75.12 Unrealized +45.2%
MRK Merck 1.9%
Value ($000) $47,577 Shares 622,648 Est. Cost $35.66 Unrealized +58.4%
UNP Union Pacific 1.9%
Value ($000) $46,827 Shares 338,762 Est. Cost $72.74 Unrealized +73.8%
MA Mastercard Inc Cl A 1.6%
Value ($000) $40,227 Shares 213,238 Est. Cost $85.92 Unrealized +122.2%
Costco 1.5%
Value ($000) $37,780 Shares 185,461 Est. Cost $134.96 Unrealized
NSRGY Nestle SA Sponsored ADR 1.5%
Value ($000) $37,575 Shares 464,119 Est. Cost $66.74 Unrealized
MRSH Marsh & McLennan 1.5%
Value ($000) $37,521 Shares 470,485 Est. Cost $31.19 Unrealized +138.8%
CSCO Cisco Systems 1.4%
Value ($000) $33,555 Shares 774,416 Est. Cost $23.14 Unrealized +59.5%
NKE Nike Inc Class B 1.3%
Value ($000) $32,844 Shares 442,994 Est. Cost $44.91 Unrealized +51.8%
MCD McDonalds 1.3%
Value ($000) $31,985 Shares 180,127 Est. Cost $77.53 Unrealized +93.6%
AMZN Amazon.Com 1.3%
Value ($000) $31,092 Shares 20,701 Est. Cost $19.33 Unrealized +330.2%
FTV Fortive Corp 1.2%
Value ($000) $28,533 Shares 421,704 Est. Cost $32.65 Unrealized +39.7%
CMCSA Comcast Cl A 1.1%
Value ($000) $28,095 Shares 825,119 Est. Cost $27.96 Unrealized +8.8%
ABT Abbott Labs 1.1%
Value ($000) $27,590 Shares 381,446 Est. Cost $29.86 Unrealized +108.1%
HD Home Depot 1.1%
Value ($000) $27,419 Shares 159,579 Est. Cost $63.62 Unrealized +136.4%
ADBE Adobe Inc. 1.1%
Value ($000) $27,145 Shares 119,984 Est. Cost $105.99 Unrealized +127.8%
HON Honeywell International 1.1%
Value ($000) $27,003 Shares 204,384 Est. Cost $81.24 Unrealized +44.9%
MKC McCormick 1.1%
Value ($000) $26,760 Shares 192,184 Est. Cost $30.16 Unrealized +107.5%
DE Deere 1.0%
Value ($000) $25,945 Shares 173,928 Est. Cost $99.75 Unrealized +32.1%
BDX Becton Dickinson 1.0%
Value ($000) $25,210 Shares 111,884 Est. Cost $188.21 Unrealized +10.6%
CVX Chevron Corp 1.0%
Value ($000) $24,809 Shares 228,045 Est. Cost $78.36 Unrealized +8.1%
MDLZ Mondelez International 1.0%
Value ($000) $23,597 Shares 589,489 Est. Cost $29.36 Unrealized +21.9%
XOM Exxon Mobil 0.9%
Value ($000) $23,429 Shares 343,590 Est. Cost $53.28 Unrealized +5.8%
BALL Ball Corp 0.9%
Value ($000) $23,023 Shares 500,721 Est. Cost $37.46 Unrealized +15.2%
ZTS Zoetis Inc 0.9%
Value ($000) $22,662 Shares 264,931 Est. Cost $33.32 Unrealized +155.1%
Raytheon 0.9%
Value ($000) $22,299 Shares 145,413 Est. Cost $140.56 Unrealized
CTRA Cabot Oil & Gas Corp Cl A 0.9%
Value ($000) $21,904 Shares 980,038 Est. Cost $17.90 Unrealized -0.1%
ADP Automatic Data Processing 0.9%
Value ($000) $21,779 Shares 166,098 Est. Cost $53.49 Unrealized +126.5%
RBC Bearings Inc. 0.9%
Value ($000) $21,701 Shares 165,530 Est. Cost $96.48 Unrealized
PG Procter & Gamble 0.8%
Value ($000) $20,771 Shares 225,966 Est. Cost $55.92 Unrealized +33.7%
AEM Agnico Eagle Mines Limited 0.8%
Value ($000) $20,227 Shares 500,676 Est. Cost $38.58 Unrealized -18.1%
CB Chubb Ltd 0.8%
Value ($000) $20,069 Shares 155,353 Est. Cost $102.61 Unrealized +11.6%
GLD SPDR Gold Shares 0.8%
Value ($000) $19,206 Shares 158,403 Est. Cost $121.50 Unrealized
APH Amphenol 0.8%
Value ($000) $18,863 Shares 232,813 Est. Cost $10.93 Unrealized +83.5%
DEO Diageo Plc ADR 0.7%
Value ($000) $17,957 Shares 126,635 Est. Cost $137.05 Unrealized
KO Coca Cola 0.7%
Value ($000) $17,698 Shares 373,772 Est. Cost $28.55 Unrealized +34.5%
PFE Pfizer 0.7%
Value ($000) $17,479 Shares 400,441 Est. Cost $17.25 Unrealized +74.1%
SBUX Starbucks 0.7%
Value ($000) $17,118 Shares 265,814 Est. Cost $41.83 Unrealized +28.2%
DLB Dolby Laboratories Inc 0.7%
Value ($000) $16,882 Shares 272,996 Est. Cost $50.71 Unrealized +19.8%
AXP American Express 0.7%
Value ($000) $16,745 Shares 175,675 Est. Cost $62.13 Unrealized +52.9%
SU Suncor Energy Inc 0.7%
Value ($000) $16,403 Shares 586,435 Est. Cost $20.10 Unrealized +24.7%
CCI Crown Castle International Cor 0.6%
Value ($000) $15,534 Shares 142,999 Est. Cost $62.41 Unrealized +29.8%
ENB Enbridge Inc 0.6%
Value ($000) $15,515 Shares 499,209 Est. Cost $24.67 Unrealized -17.9%
CAT Caterpillar 0.6%
Value ($000) $14,758 Shares 116,144 Est. Cost $66.50 Unrealized +67.7%
MMM 3M Company 0.6%
Value ($000) $14,714 Shares 77,220 Est. Cost $70.70 Unrealized +81.4%
ABBV Abbvie Inc 0.6%
Value ($000) $14,633 Shares 158,731 Est. Cost $28.57 Unrealized +126.8%
NVS Novartis A G ADR 0.6%
Value ($000) $14,493 Shares 168,894 Est. Cost $73.09 Unrealized
TRU Transunion 0.6%
Value ($000) $14,159 Shares 249,284 Est. Cost $62.24 Unrealized -0.6%
SSNC SS & C Technologies 0.6%
Value ($000) $13,793 Shares 305,774 Est. Cost $43.41 Unrealized +11.8%
META Facebook Inc 0.6%
Value ($000) $13,730 Shares 104,736 Est. Cost $114.95 Unrealized +25.2%
USB US Bancorp 0.5%
Value ($000) $13,070 Shares 285,986 Est. Cost $26.01 Unrealized +47.2%
LOW Lowes 0.5%
Value ($000) $12,141 Shares 131,450 Est. Cost $38.45 Unrealized +120.1%
MTD Mettler-Toledo International 0.5%
Value ($000) $12,094 Shares 21,383 Est. Cost $598.94 Unrealized -3.0%
SPY SPDR S&P 500 ETF Index 0.5%
Value ($000) $11,603 Shares 46,426 Est. Cost $230.63 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $11,052 Shares 10,672 Est. Cost $35.61 Unrealized +49.2%
TJX TJX Corp 0.4%
Value ($000) $10,657 Shares 238,189 Est. Cost $35.00 Unrealized +31.1%
Magellan Midstream Partners LP 0.4%
Value ($000) $10,446 Shares 183,065 Est. Cost $58.88 Unrealized
SWK Stanley Black & Decker Inc 0.4%
Value ($000) $10,208 Shares 85,254 Est. Cost $88.15 Unrealized +15.2%
WY Weyerhaeuser 0.4%
Value ($000) $9,700 Shares 443,724 Est. Cost $21.26 Unrealized -5.4%
UNH United Health Group 0.4%
Value ($000) $9,370 Shares 37,614 Est. Cost $172.26 Unrealized +36.4%
ORCL Oracle 0.4%
Value ($000) $8,890 Shares 196,908 Est. Cost $39.80 Unrealized +8.5%
CNI Canadian National Railway 0.3%
Value ($000) $8,380 Shares 113,076 Est. Cost $42.11 Unrealized +72.1%
VEA Vanguard FTSE ETF Developed Ma 0.3%
Value ($000) $8,255 Shares 222,495 Est. Cost $41.06 Unrealized
EPD Enterprise Products LP 0.3%
Value ($000) $7,854 Shares 319,392 Est. Cost $47.78 Unrealized
O Realty Income Corp 0.3%
Value ($000) $7,850 Shares 124,527 Est. Cost $25.31 Unrealized +67.5%
VZ Verizon 0.3%
Value ($000) $7,782 Shares 138,424 Est. Cost $26.84 Unrealized +43.9%
ILMN Illumina Inc 0.3%
Value ($000) $7,597 Shares 25,330 Est. Cost $236.88 Unrealized +30.8%
STZ Constellation Brands Inc Cl A 0.3%
Value ($000) $7,527 Shares 46,801 Est. Cost $155.16 Unrealized +14.0%
IBM International Business Machine 0.3%
Value ($000) $7,430 Shares 65,364 Est. Cost $115.85 Unrealized -24.1%
STT State Street 0.3%
Value ($000) $7,020 Shares 111,312 Est. Cost $49.31 Unrealized +15.2%
AIN Albany International 0.3%
Value ($000) $6,912 Shares 110,709 Est. Cost $45.47 Unrealized +40.5%
DowDupont Inc 0.3%
Value ($000) $6,755 Shares 126,307 Est. Cost $69.17 Unrealized
BAC Bank of America 0.3%
Value ($000) $6,487 Shares 263,269 Est. Cost $17.14 Unrealized +33.0%
SYK Stryker 0.3%
Value ($000) $6,401 Shares 40,833 Est. Cost $64.36 Unrealized +140.5%
EOG EOG Resources 0.3%
Value ($000) $6,394 Shares 73,316 Est. Cost $73.57 Unrealized +9.6%
Ansys 0.3%
Value ($000) $6,198 Shares 43,364 Est. Cost $89.30 Unrealized
CL Colgate-Palmolive 0.2%
Value ($000) $6,171 Shares 103,680 Est. Cost $47.02 Unrealized +12.5%
ECL Ecolab 0.2%
Value ($000) $5,734 Shares 38,914 Est. Cost $100.79 Unrealized +40.4%
WFC Wells Fargo 0.2%
Value ($000) $5,684 Shares 123,343 Est. Cost $40.69 Unrealized +3.3%
LMT Lockheed Martin 0.2%
Value ($000) $5,501 Shares 21,011 Est. Cost $122.71 Unrealized +103.8%
CI CIGNA Corp 0.2%
Value ($000) $5,457 Shares 28,734 Est. Cost $190.77 Unrealized 0.0%
NI Nisource 0.2%
Value ($000) $5,450 Shares 215,000 Est. Cost $7.81 Unrealized +161.6%
CME CME Group Inc 0.2%
Value ($000) $5,340 Shares 28,386 Est. Cost $40.54 Unrealized +250.9%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,304 Shares 33,140 Est. Cost $78.50 Unrealized +69.7%
IQV IQVIA Holdings 0.2%
Value ($000) $4,973 Shares 42,812 Est. Cost $101.80 Unrealized +19.0%
VWO Vanguard Emerging Markets Stoc 0.2%
Value ($000) $4,961 Shares 130,216 Est. Cost $41.17 Unrealized
ServiceMaster Global Holdings 0.2%
Value ($000) $4,912 Shares 133,698 Est. Cost $36.74 Unrealized
TRV The Travelers Companies Inc 0.2%
Value ($000) $4,853 Shares 40,524 Est. Cost $77.09 Unrealized +39.0%
TE Connectivity Limited 0.2%
Value ($000) $4,664 Shares 61,664 Est. Cost $68.20 Unrealized
NEE NextEra Energy 0.2%
Value ($000) $4,657 Shares 26,790 Est. Cost $15.38 Unrealized +138.3%
INTC Intel 0.2%
Value ($000) $4,541 Shares 96,759 Est. Cost $20.13 Unrealized +99.7%
MTB M&T Bank 0.2%
Value ($000) $4,541 Shares 31,727 Est. Cost $107.81 Unrealized +18.3%
UTL Unitil Corp 0.2%
Value ($000) $4,483 Shares 88,534 Est. Cost $29.13 Unrealized +71.0%
MOS Mosaic Company 0.2%
Value ($000) $4,446 Shares 152,200 Est. Cost $22.28 Unrealized +30.2%
Store Capital Corp 0.2%
Value ($000) $4,367 Shares 154,262 Est. Cost $25.46 Unrealized
BA Boeing 0.2%
Value ($000) $4,366 Shares 13,537 Est. Cost $132.11 Unrealized +153.5%
D Dominion Energy 0.2%
Value ($000) $4,332 Shares 60,619 Est. Cost $35.85 Unrealized +48.5%
Alerian MLP 0.2%
Value ($000) $4,306 Shares 493,240 Est. Cost $11.33 Unrealized
SLB Schlumberger 0.2%
Value ($000) $4,164 Shares 115,404 Est. Cost $55.14 Unrealized -27.1%
V Visa Incorporated 0.2%
Value ($000) $4,150 Shares 31,453 Est. Cost $67.47 Unrealized +94.8%
BAX Baxter International 0.2%
Value ($000) $4,022 Shares 61,111 Est. Cost $39.84 Unrealized +48.0%
PYPL PayPal Holdings 0.2%
Value ($000) $3,967 Shares 47,172 Est. Cost $44.84 Unrealized +85.3%
KHC Kraft Heinz Co 0.2%
Value ($000) $3,916 Shares 90,996 Est. Cost $44.95 Unrealized -18.5%
NOVT Novanta Inc. 0.2%
Value ($000) $3,889 Shares 61,730 Est. Cost $60.78 Unrealized +6.1%
LLY Eli Lilly 0.2%
Value ($000) $3,814 Shares 32,958 Est. Cost $46.41 Unrealized +118.4%
VBK Vanguard Small Cap Growth 0.2%
Value ($000) $3,809 Shares 25,297 Est. Cost $132.27 Unrealized
ACN Accenture Plc Class A F 0.2%
Value ($000) $3,738 Shares 26,507 Est. Cost $85.41 Unrealized +67.3%
KMI Kinder Morgan Inc 0.1%
Value ($000) $3,651 Shares 237,399 Est. Cost $12.54 Unrealized -10.7%
EMR Emerson Electric 0.1%
Value ($000) $3,406 Shares 57,002 Est. Cost $40.49 Unrealized +40.8%
KMB Kimberly-Clark 0.1%
Value ($000) $3,387 Shares 29,724 Est. Cost $63.66 Unrealized +35.7%
ADI Analog Devices 0.1%
Value ($000) $3,318 Shares 38,660 Est. Cost $34.91 Unrealized +117.2%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $3,235 Shares 55,041 Est. Cost $67.53 Unrealized
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $3,223 Shares 50,777 Est. Cost $49.40 Unrealized +26.8%
GD General Dynamics 0.1%
Value ($000) $3,201 Shares 20,362 Est. Cost $144.40 Unrealized +5.3%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $3,180 Shares 27,878 Est. Cost $115.51 Unrealized
FISV Fiserv 0.1%
Value ($000) $3,133 Shares 42,632 Est. Cost $52.22 Unrealized +48.0%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $3,060 Shares 1,000 Est. Cost $1832.18 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $3,028 Shares 7,695 Est. Cost $68.96 Unrealized +83.5%
NSC Norfolk Southern 0.1%
Value ($000) $3,020 Shares 20,195 Est. Cost $58.57 Unrealized +143.0%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $3,005 Shares 21,744 Est. Cost $147.82 Unrealized
VGT Vanguard Information Techology 0.1%
Value ($000) $2,983 Shares 17,879 Est. Cost $117.18 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $2,964 Shares 45,237 Est. Cost $63.34 Unrealized -6.2%
AMGN Amgen 0.1%
Value ($000) $2,840 Shares 14,591 Est. Cost $123.12 Unrealized +27.4%
Peoples United Financial Inc 0.1%
Value ($000) $2,788 Shares 193,231 Est. Cost $15.25 Unrealized
C Citigroup 0.1%
Value ($000) $2,787 Shares 53,535 Est. Cost $51.52 Unrealized -4.2%
FAST Fastenal 0.1%
Value ($000) $2,784 Shares 53,244 Est. Cost $8.17 Unrealized +38.0%
CDXS Codexis Inc. 0.1%
Value ($000) $2,665 Shares 159,585 Est. Cost $9.58 Unrealized +80.3%
HSIC Henry Schein 0.1%
Value ($000) $2,642 Shares 33,652 Est. Cost $55.41 Unrealized +18.8%
First Data Corp 0.1%
Value ($000) $2,506 Shares 148,199 Est. Cost $19.63 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $2,498 Shares 51,384 Est. Cost $54.55 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $2,477 Shares 39,599 Est. Cost $52.26 Unrealized +1.4%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $2,402 Shares 46,205 Est. Cost $33.75 Unrealized +21.4%
TransCanada 0.1%
Value ($000) $2,340 Shares 65,538 Est. Cost $48.09 Unrealized
NVR Inc 0.1%
Value ($000) $2,315 Shares 950 Est. Cost $1951.85 Unrealized
AJG Arthur J Gallagher 0.1%
Value ($000) $2,291 Shares 31,079 Est. Cost $45.90 Unrealized +48.1%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $2,249 Shares 32,910 Est. Cost $78.48 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $2,216 Shares 4,627 Est. Cost $101.43 Unrealized +67.1%
GIS General Mills 0.1%
Value ($000) $2,206 Shares 56,656 Est. Cost $32.41 Unrealized +1.7%
Linde Plc 0.1%
Value ($000) $2,170 Shares 13,905 Est. Cost $156.06 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $2,142 Shares 7 Est. Cost $177565.06 Unrealized +76.3%
Spirit Realty Capital Inc. 0.1%
Value ($000) $2,049 Shares 58,114 Est. Cost $35.26 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $2,044 Shares 14,922 Est. Cost $126.05 Unrealized +7.8%
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $2,019 Shares 51,693 Est. Cost $44.01 Unrealized
VTR Ventas Inc REIT 0.1%
Value ($000) $2,001 Shares 34,159 Est. Cost $39.51 Unrealized +11.3%
ROST Ross Stores 0.1%
Value ($000) $1,996 Shares 23,996 Est. Cost $59.64 Unrealized +41.4%
ES Eversource Energy 0.1%
Value ($000) $1,941 Shares 29,838 Est. Cost $36.21 Unrealized +39.8%
SPG Simon Property Group 0.1%
Value ($000) $1,928 Shares 11,476 Est. Cost $100.61 Unrealized +20.2%
DAL Delta Airlines 0.1%
Value ($000) $1,902 Shares 38,112 Est. Cost $36.33 Unrealized +40.6%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $1,856 Shares 31,852 Est. Cost $71.83 Unrealized
TGT Target 0.1%
Value ($000) $1,856 Shares 28,088 Est. Cost $55.02 Unrealized +15.0%
JBHT Hunt JB Transport Services 0.1%
Value ($000) $1,833 Shares 19,696 Est. Cost $75.90 Unrealized +30.7%
WAT Waters Corp 0.1%
Value ($000) $1,782 Shares 9,445 Est. Cost $144.63 Unrealized +31.3%
T AT & T 0.1%
Value ($000) $1,774 Shares 62,172 Est. Cost $12.29 Unrealized +14.1%
DCI Donaldson 0.1%
Value ($000) $1,771 Shares 40,805 Est. Cost $43.12 Unrealized +6.8%
MET Metlife Inc 0.1%
Value ($000) $1,753 Shares 42,688 Est. Cost $35.96 Unrealized -6.4%
Royal Dutch Shell B ADRF Spons 0.1%
Value ($000) $1,740 Shares 29,028 Est. Cost $59.10 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,739 Shares 37,746 Est. Cost $46.50 Unrealized
Ceridian HCM Holding Inc 0.1%
Value ($000) $1,698 Shares 49,226 Est. Cost $37.60 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $1,692 Shares 27,564 Est. Cost $58.42 Unrealized +1.9%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $1,687 Shares 12,602 Est. Cost $127.67 Unrealized
TSCO Tractor Supply Company 0.1%
Value ($000) $1,622 Shares 19,440 Est. Cost $13.00 Unrealized +23.6%
QCOM Qualcomm 0.1%
Value ($000) $1,622 Shares 28,503 Est. Cost $44.15 Unrealized +15.2%
MO Altria Group Inc 0.1%
Value ($000) $1,568 Shares 31,734 Est. Cost $25.96 Unrealized +27.6%
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $1,542 Shares 20,684 Est. Cost $77.42 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $1,523 Shares 11,931 Est. Cost $100.21 Unrealized
TXN Texas Instruments 0.1%
Value ($000) $1,521 Shares 16,096 Est. Cost $37.85 Unrealized +109.0%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $1,489 Shares 10,860 Est. Cost $107.46 Unrealized
CLX Clorox 0.1%
Value ($000) $1,472 Shares 9,549 Est. Cost $120.22 Unrealized +5.2%
DUK Duke Energy 0.1%
Value ($000) $1,444 Shares 16,729 Est. Cost $42.64 Unrealized +49.9%
PM Philip Morris International 0.1%
Value ($000) $1,431 Shares 21,432 Est. Cost $52.89 Unrealized +8.3%
General Electric 0.1%
Value ($000) $1,324 Shares 174,951 Est. Cost $24.78 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $1,323 Shares 14,545 Est. Cost $58.38 Unrealized +32.1%
PRU Prudential Financial Inc 0.1%
Value ($000) $1,322 Shares 16,211 Est. Cost $64.69 Unrealized 0.0%
SYY Sysco 0.1%
Value ($000) $1,322 Shares 21,101 Est. Cost $33.30 Unrealized +67.3%
OMC Omnicom 0.1%
Value ($000) $1,308 Shares 17,853 Est. Cost $50.86 Unrealized +12.5%
IT Gartner Group Inc Cl A 0.1%
Value ($000) $1,255 Shares 9,818 Est. Cost $129.24 Unrealized +11.6%
BK Bank of New York Mellon 0.0%
Value ($000) $1,222 Shares 25,956 Est. Cost $23.13 Unrealized +71.4%
CTSO CytoSorbents Corp 0.0%
Value ($000) $1,212 Shares 149,978 Est. Cost $9.59 Unrealized +3.6%
Celgene Corp 0.0%
Value ($000) $1,196 Shares 18,663 Est. Cost $109.10 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $1,182 Shares 9,331 Est. Cost $66.83 Unrealized +65.4%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1,160 Shares 45,245 Est. Cost $19.52 Unrealized +9.3%
INTU Intuit 0.0%
Value ($000) $1,154 Shares 5,864 Est. Cost $67.00 Unrealized +196.3%
Cooper Companies 0.0%
Value ($000) $1,149 Shares 4,514 Est. Cost $214.91 Unrealized
WMT Walmart 0.0%
Value ($000) $1,143 Shares 12,266 Est. Cost $22.64 Unrealized +27.1%
NOC Northrop Grumman 0.0%
Value ($000) $1,116 Shares 4,556 Est. Cost $215.09 Unrealized +14.1%
CHD Church & Dwight 0.0%
Value ($000) $1,088 Shares 16,550 Est. Cost $35.92 Unrealized +61.8%
WRB WR Berkley Corporation 0.0%
Value ($000) $1,076 Shares 14,556 Est. Cost $10.95 Unrealized +75.3%
PCH Potlatch Corporation 0.0%
Value ($000) $1,057 Shares 33,419 Est. Cost $40.58 Unrealized
Tableau Software, Inc 0.0%
Value ($000) $1,053 Shares 8,775 Est. Cost $107.11 Unrealized
PKG Packaging Corp. America 0.0%
Value ($000) $1,035 Shares 12,400 Est. Cost $93.91 Unrealized -20.4%
Apache 0.0%
Value ($000) $1,010 Shares 38,466 Est. Cost $43.42 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $1,004 Shares 11,060 Est. Cost $38.41 Unrealized +107.9%
New Relic 0.0%
Value ($000) $1,004 Shares 12,395 Est. Cost $35.67 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $997 Shares 3,312 Est. Cost $295.01 Unrealized +8.2%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $992 Shares 5,267 Est. Cost $30.95 Unrealized +0.7%
HEI Heico Corp 0.0%
Value ($000) $972 Shares 12,550 Est. Cost $83.38 Unrealized 0.0%
RealPage Inc. 0.0%
Value ($000) $935 Shares 19,400 Est. Cost $63.14 Unrealized
DHI D R Horton Inc 0.0%
Value ($000) $925 Shares 26,679 Est. Cost $26.06 Unrealized +29.4%
TRMB Trimble Navigation 0.0%
Value ($000) $918 Shares 27,907 Est. Cost $36.79 Unrealized 0.0%
AMT Amer Tower Cl A 0.0%
Value ($000) $899 Shares 5,680 Est. Cost $83.95 Unrealized +54.3%
PAYX Paychex 0.0%
Value ($000) $884 Shares 13,562 Est. Cost $31.21 Unrealized +76.4%
EWBC East West Bancorp 0.0%
Value ($000) $872 Shares 20,039 Est. Cost $39.15 Unrealized +10.3%
WM Waste Management 0.0%
Value ($000) $864 Shares 9,710 Est. Cost $62.38 Unrealized +27.7%
Brookfield Asset Management In 0.0%
Value ($000) $852 Shares 22,223 Est. Cost $37.21 Unrealized
VFC V F Corp 0.0%
Value ($000) $838 Shares 11,749 Est. Cost $58.26 Unrealized +31.3%
Discover Financial Services 0.0%
Value ($000) $812 Shares 13,762 Est. Cost $61.94 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $791 Shares 8,993 Est. Cost $47.52 Unrealized +64.9%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $777 Shares 7,932 Est. Cost $70.48 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $768 Shares 4,624 Est. Cost $169.30 Unrealized
Oaktree Capital Group LLC 0.0%
Value ($000) $764 Shares 19,225 Est. Cost $40.02 Unrealized
ZION Zions Bancorp 0.0%
Value ($000) $748 Shares 18,365 Est. Cost $40.12 Unrealized +16.2%
TECH Bio-Techne Corp 0.0%
Value ($000) $747 Shares 5,165 Est. Cost $40.40 Unrealized 0.0%
BNS Bank of Nova Scotia 0.0%
Value ($000) $736 Shares 14,760 Est. Cost $31.52 Unrealized +17.0%
CCOI Cogent Communications Group 0.0%
Value ($000) $726 Shares 16,048 Est. Cost $18.42 Unrealized +85.0%
Nielsen Holdings PLC 0.0%
Value ($000) $725 Shares 31,091 Est. Cost $43.49 Unrealized
JCI Johnson Controls 0.0%
Value ($000) $723 Shares 24,393 Est. Cost $32.87 Unrealized -14.2%
PAA Plains All American Pipeline L 0.0%
Value ($000) $722 Shares 36,050 Est. Cost $50.93 Unrealized
Anadarko 0.0%
Value ($000) $713 Shares 16,255 Est. Cost $85.19 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $705 Shares 6,798 Est. Cost $99.70 Unrealized +6.4%
HP Helmerich & Payne 0.0%
Value ($000) $690 Shares 14,400 Est. Cost $63.39 Unrealized -3.1%
EZM Wisdom Tree MidCap Earnings Fu 0.0%
Value ($000) $680 Shares 19,820 Est. Cost $38.67 Unrealized
Genesee & Wyoming CL A Class A 0.0%
Value ($000) $674 Shares 9,105 Est. Cost $69.92 Unrealized
Ingersoll-Rand PLC 0.0%
Value ($000) $658 Shares 7,212 Est. Cost $81.64 Unrealized
PPG PPG Industries 0.0%
Value ($000) $657 Shares 6,424 Est. Cost $80.28 Unrealized +12.6%
DXJ WisdomTree Japan Hedged EQ 0.0%
Value ($000) $653 Shares 14,073 Est. Cost $51.32 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $648 Shares 7,045 Est. Cost $51.00 Unrealized +53.7%
NTR Nutrien Ltd 0.0%
Value ($000) $627 Shares 13,341 Est. Cost $38.37 Unrealized +6.5%
AZO AutoZone Inc 0.0%
Value ($000) $609 Shares 726 Est. Cost $525.16 Unrealized +52.6%
TPR Tapestry Inc 0.0%
Value ($000) $607 Shares 18,000 Est. Cost $32.95 Unrealized +0.5%
GWW Grainger W W 0.0%
Value ($000) $606 Shares 2,146 Est. Cost $212.45 Unrealized +27.3%
AFL AFLAC 0.0%
Value ($000) $601 Shares 13,189 Est. Cost $30.67 Unrealized +22.6%
HSY Hershey Foods 0.0%
Value ($000) $596 Shares 5,562 Est. Cost $73.67 Unrealized +22.2%
CHKP Check Point Software 0.0%
Value ($000) $570 Shares 5,550 Est. Cost $48.69 Unrealized +125.4%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $563 Shares 4,056 Est. Cost $106.71 Unrealized
BlackRock Inc 0.0%
Value ($000) $561 Shares 1,428 Est. Cost $361.22 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $557 Shares 24,696 Est. Cost $18.60 Unrealized
Dunkin Brands 0.0%
Value ($000) $534 Shares 8,330 Est. Cost $48.46 Unrealized
GLW Corning 0.0%
Value ($000) $534 Shares 17,664 Est. Cost $17.60 Unrealized +48.7%
WBS Webster Financial 0.0%
Value ($000) $531 Shares 10,780 Est. Cost $24.92 Unrealized +129.1%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $519 Shares 3,963 Est. Cost $90.60 Unrealized
HCSG Healthcare Services 0.0%
Value ($000) $513 Shares 12,770 Est. Cost $23.84 Unrealized +77.3%
First Republic Bank/CA 0.0%
Value ($000) $511 Shares 5,875 Est. Cost $96.26 Unrealized
CGNX Cognex 0.0%
Value ($000) $511 Shares 13,210 Est. Cost $40.59 Unrealized 0.0%
Kellogg 0.0%
Value ($000) $509 Shares 8,921 Est. Cost $40.27 Unrealized +15.2%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $508 Shares 5,507 Est. Cost $54.14 Unrealized +35.1%
IP International Paper 0.0%
Value ($000) $504 Shares 12,484 Est. Cost $26.96 Unrealized +13.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $504 Shares 6,031 Est. Cost $40.35 Unrealized +86.7%
GTT Communications Inc 0.0%
Value ($000) $500 Shares 21,126 Est. Cost $20.11 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $498 Shares 9,572 Est. Cost $28.55 Unrealized +48.1%
LECO Lincoln Electric 0.0%
Value ($000) $498 Shares 6,315 Est. Cost $78.04 Unrealized +6.4%
COP Conoco Phillips 0.0%
Value ($000) $491 Shares 7,877 Est. Cost $54.61 Unrealized -2.2%
GTLS Chart Industries Inc 0.0%
Value ($000) $487 Shares 7,490 Est. Cost $53.79 Unrealized +22.7%
Pretium Resources 0.0%
Value ($000) $483 Shares 57,140 Est. Cost $8.48 Unrealized
LNC Lincoln National 0.0%
Value ($000) $457 Shares 8,900 Est. Cost $35.63 Unrealized +23.5%
PH Parker-Hannifin 0.0%
Value ($000) $457 Shares 3,067 Est. Cost $145.46 Unrealized 0.0%
EBAY Ebay 0.0%
Value ($000) $451 Shares 16,079 Est. Cost $26.73 Unrealized -2.1%
OKTA Okta Inc 0.0%
Value ($000) $432 Shares 6,765 Est. Cost $59.55 Unrealized -0.5%
National Instruments 0.0%
Value ($000) $429 Shares 9,450 Est. Cost $27.65 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $414 Shares 2,500 Est. Cost $165.95 Unrealized +4.4%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $412 Shares 3,712 Est. Cost $104.54 Unrealized
Allergan PLC 0.0%
Value ($000) $409 Shares 3,061 Est. Cost $237.90 Unrealized
WPC WP Carey Inc 0.0%
Value ($000) $407 Shares 6,225 Est. Cost $63.75 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $406 Shares 9,571 Est. Cost $50.04 Unrealized -12.3%
PSX Phillips 66 0.0%
Value ($000) $404 Shares 4,695 Est. Cost $55.08 Unrealized +33.0%
CDK Global Inc 0.0%
Value ($000) $403 Shares 8,410 Est. Cost $43.11 Unrealized
Varian Medical 0.0%
Value ($000) $386 Shares 3,404 Est. Cost $75.34 Unrealized
Kansas City Southern Inds 0.0%
Value ($000) $380 Shares 3,980 Est. Cost $103.31 Unrealized
HPQ HP Inc 0.0%
Value ($000) $374 Shares 18,272 Est. Cost $9.82 Unrealized +85.8%
HWC Hancock Whitney Corp 0.0%
Value ($000) $360 Shares 10,400 Est. Cost $28.84 Unrealized +40.5%
SPGI S&P Global Inc 0.0%
Value ($000) $359 Shares 2,112 Est. Cost $172.26 Unrealized -2.2%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $355 Shares 2,301 Est. Cost $171.64 Unrealized
IGV iShares North America Tech 0.0%
Value ($000) $347 Shares 2,000 Est. Cost $146.25 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $338 Shares 904 Est. Cost $374.62 Unrealized -2.8%
ALGN Align Technology Inc 0.0%
Value ($000) $338 Shares 1,615 Est. Cost $135.62 Unrealized +86.3%
The Blackstone Group LP 0.0%
Value ($000) $337 Shares 11,300 Est. Cost $31.55 Unrealized
MORN MorningStar Inc 0.0%
Value ($000) $332 Shares 3,021 Est. Cost $68.45 Unrealized +71.2%
PNC PNC Financial 0.0%
Value ($000) $318 Shares 2,721 Est. Cost $98.99 Unrealized 0.0%
PGR Progressive 0.0%
Value ($000) $315 Shares 5,227 Est. Cost $24.47 Unrealized +114.4%
WEC WEC Energy Group Inc 0.0%
Value ($000) $315 Shares 4,551 Est. Cost $42.46 Unrealized +31.9%
GS Goldman Sachs 0.0%
Value ($000) $314 Shares 1,881 Est. Cost $162.82 Unrealized +5.0%
SJM Smucker 0.0%
Value ($000) $304 Shares 3,254 Est. Cost $72.64 Unrealized +14.1%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $298 Shares 2,855 Est. Cost $68.66 Unrealized +60.1%
ADM Archer-Daniels-Midland 0.0%
Value ($000) $298 Shares 7,281 Est. Cost $37.72 Unrealized 0.0%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $296 Shares 12,444 Est. Cost $23.17 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $294 Shares 1,120 Est. Cost $171.40 Unrealized +46.0%
GATX GATX Corp 0.0%
Value ($000) $292 Shares 4,125 Est. Cost $35.78 Unrealized +90.1%
ForeScout Technologies 0.0%
Value ($000) $286 Shares 11,000 Est. Cost $32.42 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $281 Shares 7,347 Est. Cost $39.90 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $281 Shares 21,242 Est. Cost $13.23 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $278 Shares 1,722 Est. Cost $191.87 Unrealized -3.1%
XEL XCEL Energy 0.0%
Value ($000) $274 Shares 5,559 Est. Cost $32.79 Unrealized +22.9%
CHRW CH Robinson 0.0%
Value ($000) $272 Shares 3,232 Est. Cost $44.62 Unrealized +68.9%
EMN Eastman Chemical 0.0%
Value ($000) $271 Shares 3,713 Est. Cost $78.27 Unrealized -21.1%
UPS United Parcel Service Class B 0.0%
Value ($000) $264 Shares 2,709 Est. Cost $86.19 Unrealized -4.8%
Unilever NV ORD 0.0%
Value ($000) $260 Shares 4,830 Est. Cost $53.83 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $259 Shares 3,394 Est. Cost $45.26 Unrealized +33.6%
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $257 Shares 7,448 Est. Cost $39.52 Unrealized
Spirit AeroSystems Holdings In 0.0%
Value ($000) $252 Shares 3,500 Est. Cost $87.14 Unrealized
L3 Technologies Inc. 0.0%
Value ($000) $251 Shares 1,444 Est. Cost $212.60 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $251 Shares 1,638 Est. Cost $36.64 Unrealized +38.1%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $250 Shares 4,040 Est. Cost $43.12 Unrealized
Thomson Reuters Corporation 0.0%
Value ($000) $250 Shares 5,179 Est. Cost $48.27 Unrealized
DOCU DocuSign Inc 0.0%
Value ($000) $249 Shares 6,225 Est. Cost $56.71 Unrealized -25.9%
HSBC HSBC Holding Plc 0.0%
Value ($000) $247 Shares 6,000 Est. Cost $47.16 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $241 Shares 2,892 Est. Cost $47.33 Unrealized +71.7%
iShares MSCI Germany 0.0%
Value ($000) $237 Shares 10,000 Est. Cost $25.04 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $234 Shares 3,412 Est. Cost $65.04 Unrealized 0.0%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $232 Shares 1,758 Est. Cost $139.87 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $226 Shares 5,216 Est. Cost $44.75 Unrealized
CHTR Charter Communications 0.0%
Value ($000) $224 Shares 785 Est. Cost $218.51 Unrealized +43.5%
MCHP Microchip Technology 0.0%
Value ($000) $219 Shares 3,050 Est. Cost $19.20 Unrealized +60.9%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $218 Shares 11,450 Est. Cost $24.91 Unrealized
SMTC Semtech Corp 0.0%
Value ($000) $216 Shares 4,715 Est. Cost $44.82 Unrealized +6.2%
RSG Republic Services 0.0%
Value ($000) $214 Shares 2,966 Est. Cost $59.86 Unrealized +9.8%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $213 Shares 16,104 Est. Cost $7.23 Unrealized +64.9%
RPM RPM International Inc 0.0%
Value ($000) $209 Shares 3,550 Est. Cost $50.15 Unrealized +22.1%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $209 Shares 2,946 Est. Cost $66.20 Unrealized +3.1%
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $208 Shares 3,226 Est. Cost $58.98 Unrealized
ALK Alaska Air 0.0%
Value ($000) $205 Shares 3,375 Est. Cost $62.60 Unrealized +0.3%
GM General Motors 0.0%
Value ($000) $203 Shares 6,067 Est. Cost $31.33 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value ($000) $203 Shares 1,524 Est. Cost $5.94 Unrealized -20.2%
Immunomedics, Inc 0.0%
Value ($000) $200 Shares 14,000 Est. Cost $20.84 Unrealized
Kala Pharmaceuticals Inc. 0.0%
Value ($000) $115 Shares 23,600 Est. Cost $4.87 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $97 Shares 2,701 Est. Cost $35.91 Unrealized
Fuelcell Energy 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.60 Unrealized